Townsend Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Townsend Asset Management’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Sell
2025 Q2	$219K	Buy
2025 Q1	–	Sell
2024 Q4	$211K	Sell
2024 Q3	$223K	Sell
2024 Q2	$228K	Buy
2024 Q1	$218K	Buy